Overview
Managing recurring payments for team salaries, contributor rewards, or recurring grants is now even simpler. Payout Templates allow you to save a specific set of recipients and payment amounts, enabling you to recreate an entire payout campaign in a single click.
Key Benefits
One-Click Recreation: Instantly load complex payroll lists without re-entering data or re-uploading files.
Dynamic Updating: Easily adjust your template as your team grows or payment amounts change.
Reduced Errors: Minimize the risk of manual entry mistakes by using a pre-verified configuration.
Flexible Management: Search through your library of templates to find exactly what you need for different departments or projects.
Creating a Template
You can create a template during the standard payout setup process:
Prepare your Payout: Add your recipients manually or via file import (CSV).
Toggle "Save as template" and name your Template: Before finalizing, switch the Save as template toggle to the 'on' position. Enter a descriptive name (e.g., "Core Team Payroll" or "Q3 Marketing Rewards") to help your team identify it later.
Confirm: Once the payout is initiated, your configuration is automatically stored in your template library.
Using a Template
To use a previously saved configuration:
Navigate to the Payouts section.
Click the Create new and then Use template button on the main dashboard.
Select & Search: Choose your desired template from the list. You can use the search bar to quickly find specific templates.
Apply: Click Save to populate the payout list with your saved recipient data.
Updating & Managing Templates
Streamflow gives you full control over your templates so they stay up-to-date with your organization's needs:
Update on the fly: If you use a template and then make changes (such as adding a new recipient or changing an amount), you can toggle Update template to save these changes to the active version.
Reset Changes: If you’ve modified a payout but want to revert back to the original template values, click the Reset icon (circular arrow) located above the recipient list.
Delete Templates: To remove an old configuration, click the Use template button and select the Trash icon next to the template you wish to delete.
Create a Payout
To start using Streamflow for your payroll needs, head to the Payouts section of the app. More details on How to create a Payout can be found in this gude: https://docs.streamflow.finance/en/articles/12639721-create-a-payout
You can upload a CSV of recipients or add them manually, review the batch, and confirm your transactions. Once approved, Streamflow automates the disbursements, giving you a transparent, efficient, and Web3‑native payroll experience.